Broker Registration Form

Borrower Name______

Property Address______

Broker Company______

Information for Loan Estimate Completion - Loans requiring a Loan Estimate only

To accurately generate and disclose a Loan Estimate to the borrower, M&T Bank requires that you provide the following information within 24 hours of receipt of the borrower(s) application. This form, along with the required information, must be completed by the broker and provided to M&T Bank at the time of registration and request for Loan Estimate issuance. M&T is unable to accept registrations and LE issuance without this document and information:

Completed 1003, signed & dated by broker loan officer, with NMLS

Purchase contract (if available)

Is the subject property a Condo, PUD, or Co-Op? Y/N

If yes, please provide the documentation for review of the Project (if available)

Copy of credit report invoice or page of report that evidences fee amount

203k or Homestyle Max Mortgage Worksheets

Borrower(s) email (you must also includenon-occupant owner(s) email for Closing Disclosure issuance)

  • ______
  • ______
  • ______
  • ______

Loan Officer Email

  • ______

Borrower’s Anticipated Closing Date

  • ______

Broker Compensation Selection- Select One Option Below:

Broker Compensation

Lender-Paid Broker Compensation

Appraisal Order Information

Please indicate what appraisal management company the appraisal has been or will be ordered with:

Solidifi

Streetlinks

Required Data for FHA Case Number Ordering (FHA transactions only)

FHA Consultant Name & ID: (for Full 203K’s) ______

Condo ID: ______

Previous FHA Case Number: (for FHA to FHA refis and HUD REOs) ______

BROKER CERTIFICATIONS

Please complete the chart below for any fees collected, or to be collected, by the broker prior to closing:

Name of FeeAmount of Fee/ Date Fee Collected

Credit report fee
Appraisal fee
Other:

Please complete the table below by answering the following question: Does the borrower anticipate paying for any of the following expenses according to the guidelines below?

The guidelines for what is included in “Other” expenses are as follows:

  1. Expenses included in the purchase contract due at or before closing
  2. Expenses due at closing that are not included in a purchase contract (ex. refinance transaction, other expenses not agreed upon between the borrower and seller)

Expense / Mark “X” if Yes / Borrower’s Cost Estimate
Borrower’s personal attorney fee (excludes closing agent representing the lender)
Owner’s title insurance premium
Cooperative fees and charges
Homeowner’s association fees (ex. Dues, setup fee, transfer fee, etc.)
Condominium capital contribution
Consolidation Extension Modification Agreement (CEMA – NY only) transfer fee from current servicer
Counseling fee required by third party (ex. grant provider)
Consultant/Plan Reviewer
Inspections/ Mileage
Permit fee
Supplemental Origination/ Draw Admin Fee
Feasibility Studies
Architectural Fees
Home warranty fee
Golf club membership dues
Parking space charge
Personal property purchased from the seller
Property inspection fee (total) not required by lender - ex. home inspection, well, radon, pest, water purity, structural engineer, architectural, mold, soil, electrical, heating and cooling, plumbing, roof
Realtor commissions and charges
Repairs (excluding those associated with rehab loans)
Soil treatment fee
Water hook-up fee
Other (please specify):
Other (please specify):
Other (please specify):
Other (please specify):

Borrower’s Intent to Proceed (only loans requiring a GFE)

If a Good Faith Estimate was required on the transaction (ex.some down payment assistance programs), the undersigned certifies that the loan applicant(s):

  • Has/Have been provided with an initial Good Faith Estimate (GFE) within 3 business days of the application date;
  • Has/Have confirmed receipt of the initial GFE; and
  • Has/Have expressed to you (Broker), the intent to proceed with the loan covered by the GFE.
  • Loans requiring a TIL (ex. some down payment assistance second mortgage programs) - please provide a copy of that TIL.

All information provided by the broker in this document, including the statements above in the Broker Certifications section, is true and accurate.

______

Broker Signature

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MT5203 Broker Registration Form Rev 8/16